CI Investments Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CI Investments Inc’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Sell	40,000 -10,000	-20%	-$520K	0.01%	450
2026 Q1	$2.47M	Buy	+50,000	New	+$2.61M	0.01%	363
2020 Q1	–	Sell	-1,286,762	Closed	-$39.6M	–	637
2019 Q4	$39.6M	Buy	1,286,762 +178,206	+16%	+$5.23M	0.2%	125
2019 Q3	$31M	Buy	1,108,556 +782,133	+240%	+$21.6M	0.16%	128
2019 Q2	$9.01M	Buy	+326,423	New	+$8.84M	0.05%	204
2015 Q1	–	Sell	-3,953	Closed	-$86K	–	194
2014 Q4	$86K	Buy	+3,953	New	+$82.8K	﹤0.01%	172

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CI Investments Inc's XLF Position: Q2 2026 in Review

CI Investments Inc reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 20% in Q2 2026, selling an estimated $520K and leaving 40,000 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #450.

CI Investments Inc first reported a position in XLF in Q4 2014 and has held it in 6 quarters since. The position peaked at $39.6M in Q4 2019. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CI Investments Inc held 40,000 shares of State Street Financial Select Sector SPDR ETF worth $2.14M as of Q2 2026.
CI Investments Inc sold 10,000 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $520K.
State Street Financial Select Sector SPDR ETF made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #450 holding.
CI Investments Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 6 quarters since.
CI Investments Inc's State Street Financial Select Sector SPDR ETF position peaked at $39.6M in Q4 2019.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.